Sage Capital Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Sage Capital Advisors’s Portfolio FJUL Stock Details FJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$332K	Hold	5,575	–	–	0.07%	119
2026 Q1	$305K	Sell	5,575 -925	-14%	-$51.7K	0.07%	116
2025 Q4	$363K	Hold	6,500	–	–	0.09%	108
2025 Q3	$356K	Hold	6,500	–	–	0.08%	114
2025 Q2	$336K	Sell	6,500 -88	-1%	-$4.26K	0.08%	115
2025 Q1	$314K	Sell	6,588 -9,734	-60%	-$478K	0.08%	114
2024 Q4	$799K	Sell	16,322 -229	-1%	-$11.2K	0.21%	73
2024 Q3	$796K	Buy	16,551 +3,373	+26%	+$157K	0.21%	76
2024 Q2	$607K	Sell	13,178 -5,691	-30%	-$255K	0.17%	79
2024 Q1	$839K	Sell	18,869 -551	-3%	-$23.7K	0.24%	71
2023 Q4	$808K	Buy	19,420 +2,742	+16%	+$108K	0.26%	68
2023 Q3	$640K	Buy	16,678 +1,405	+9%	+$55.2K	0.23%	66
2023 Q2	$596K	Buy	15,273 +5,578	+58%	+$206K	0.21%	73
2023 Q1	$351K	Hold	9,695	–	–	0.13%	93
2022 Q4	$333K	Sell	9,695 -2,271	-19%	-$77.6K	0.15%	90
2022 Q3	$388K	Sell	11,966 -1,477	-11%	-$51.1K	0.2%	78
2022 Q2	$445K	Hold	13,443	–	–	0.21%	71
2022 Q1	$482K	Hold	13,443	–	–	0.2%	70
2021 Q4	$482K	Hold	13,443	–	–	0.18%	73
2021 Q3	$466K	Buy	+13,443	New	+$471K	0.2%	72

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Sage Capital Advisors's FJUL Position: Q2 2026 in Review

Sage Capital Advisors held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q2 2026 at 5,575 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #119.

Sage Capital Advisors first reported a position in FJUL in Q3 2021 and has held it in 20 quarters since. The position peaked at $839K in Q1 2024. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Sage Capital Advisors held 5,575 shares of FT Vest US Equity Buffer ETF July worth $332K as of Q2 2026.
Sage Capital Advisors left its FT Vest US Equity Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF July made up 0.07% of Sage Capital Advisors's portfolio in Q2 2026, its #119 holding.
Sage Capital Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q3 2021 and has held it in 20 quarters since.
Sage Capital Advisors's FT Vest US Equity Buffer ETF July position peaked at $839K in Q1 2024.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.